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How to use your Tabular email in HubSpot
How to use your Tabular email in HubSpot

Learn how to connect your HubSpot account to Tabular and how to upload to, update, and use your Tabular emails in HubSpot.

Max Bos avatar
Written by Max Bos
Updated over a week ago

Please note that you need a Marketing Hub Professional or Marketing Hub Enterprise HubSpot account to be able to use your custom email in HubSpot.

How to connect Tabular to your HubSpot account

  1. Open the Tabular editor for an email that you would like to use in HubSpot.

  2. Click on the indigo-coloured "Download HTML" button in the right-top corner.

  3. Inside the modal: click on "Automatic Export".

  4. Click on the "Create new authorization" button.

  5. Select "HubSpot" from the dropdown options.

  6. Click "Add authorization".

  7. This will open up a secured wizard from HubSpot that you have to walk through to provide Tabular with permission to automatically upload email templates to your HubSpot account.

  8. When done in the HubSpot wizard, the pop-up window will close.

  9. You have now connected your Tabular account to your HubSpot account.

Read the next section to learn how to upload a Tabular email using your just created HubSpot authorization.

How to upload a Tabular email to HubSpot

  1. Open the Tabular editor for an email that you would like to use in HubSpot.

  2. Click on the indigo-coloured "Download HTML" button in the right-top corner.

  3. Inside the modal: click on "Automatic Export".

  4. If you have already created your HubSpot authorization you will see the HubSpot authorization. If you haven't created the authorization read the section above on how to connect Tabular to your HubSpot account.

  5. In the box that contains your HubSpot authorization: click on the "Connect to templates" button.

  6. Your Tabular email is now uploaded to your HubSpot account.

Where will I find my email template in HubSpot?

Please note that you need a Marketing Hub Professional or Marketing Hub Enterprise HubSpot account to be able to use your custom email template.

Important information

Before you are able to send your HubSpot email: make sure that you've added the required HubSpot personalisation variables. HubSpot will notify you about these tags before you can send your email.

These are required:
{{ site_settings.company_name }}
{{ site_settings.company_street_address_1 }}
{{ site_settings.company_city }}
{{ site_settings.company_state }}

And one of these is required:
{{ unsubscribe_link }}
{{ unsubscribe_link_all }}
{{ unsubscribe_section }}

Simply add above personalisation variables as text in your Tabular email. After that, upload the email to your HubSpot account, to see that the email is now a valid HubSpot template. When HubSpot sends your email it will replace the personalisation variables with the values you set in Settings > Tools > Marketing > Email > Footer.

You can find all available HubSpot personalisation variables here https://developers.hubspot.com/docs/cms/hubl/variables, under the Required email template variables and Email variables sections.

HubSpot Marketing Email

  1. Log in to your HubSpot account.

  2. Navigate to Marketing > Email.

  3. Click on "Create email".

  4. Choose an email type.

  5. Click on the 'Custom' tab: here you'll find your custom email template.

HubSpot Marketing Files and Templates

  1. Log in to your HubSpot account.

  2. Navigate to Marketing > Files and Templates > Design Tools.

How to upload a newer Tabular email version to HubSpot

  1. Open the Tabular editor for an email that you would like to use in HubSpot.

  2. Click on the indigo-coloured "Download HTML" button in the right-top corner.

  3. Inside the modal: click on "Automatic Export".

  4. If you have connected this Tabular email to HubSpot in the past, you will see the item in the list of connections.

  5. Click on the "Upload email" button to upload the latest Tabular email version to HubSpot

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